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SPYG icon

Covestor’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Covestor’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-75
Closed -$5K – 2677
2023
Q2 		$5K Sell
75
-16
-18% -$917 ﹤0.01% 1711
2023
Q1 		$5K Hold
91
– – ﹤0.01% 1575
2022
Q4 		$5K Sell
91
-15
-14% -$780 ﹤0.01% 1592
2022
Q3 		$5K Hold
106
– – ﹤0.01% 1509
2022
Q2 		$6K Hold
106
– – ﹤0.01% 1378
2022
Q1 		$7K Hold
106
– – ﹤0.01% 1425
2021
Q4 		$8K Buy
+106
New +$7.4K 0.01% 1117

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Covestor's SPYG Position: Q3 2023 in Review

Covestor sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q3 2023, closing a stake of 75 shares — an estimated $5K sold.

Covestor first reported a position in SPYG in Q4 2021 and held it in 7 quarters. The position peaked at $8K in Q4 2021. 823 funds tracked by Wall St. Rank hold SPYG as of Q3 2023.

  • Covestor reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Covestor sold 75 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2023, an estimated $5K.
  • Covestor first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2021 and held it in 7 quarters.
  • Covestor's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $8K in Q4 2021.
  • 823 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2023.

Based on Covestor's 13F filing for Q3 2023, filed 13 Nov 2023.